Our Investing Services

Located in The Village Bank, Village Financial Partners is a full service weath planning and investment management firm. Our practice is wholly owned by The Village Bank, a leading community bank which celebrated its 100th Anniversary in 2010. We also have a relationship with a major independent broker dealer – LPL Financial – where your funds would be held and managed by us.

The mission of Village Financial Partners is to help you simplify the demands of managing your wealth so you can devote more time to your personal endeavors. We can help you optimize your assets, streamline sources of income, manage employee benefits, savings plans, design and implement an investment strategy, review insurance coverage, and assist with estate preparation.

Our preferred model is advisory investing. In this approach, you compensate us with an advisory fee based on the size of your account. This fee replaces transaction fees, sales charges, and commissions generated by the purchase or sale of securities. It is our belief that advisory investing aligns our interests with yours: to successfully work toward your investment goals over time.

Investment Management Services consist of:

Select the appropriate asset allocation strategy based on your life stage and risk tolerance.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Securities and Financial Planning offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Village Financial Partners is not an affiliate company of LPL Financial.

The Village Bank is not a Broker/Dealer and is not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, MA, ME, NH, NY, PA, UT, WA.